General Info

Our financial advisors in Kansas City work with individuals, families and business owners by providing customized wealth solutions in easily understood language. We simplify the complicated nature of financial management and provide guidance that sets clients on the path to define and find their freedom.We are proud, active members of the community and are dedicated to serving the unique goals of our clients in the Kansas City area.Our Advisory Team of wealth advisors brings decades of experience and can provide insightful guidance for all aspects of wealth management including investment consulting and retirement planning. We are well-versed in helping clients to pinpoint their goals and using those goals to customize a plan that helps guide the path toward those goals.